Companies in
Financial Services

L'Officina della Previdenza Sagl

Financial Services · Lugano · Since 2024

The core activity of the company 'L'Officina della Previdenza' consists of wealth and pension planning, as well as the management of insurance policies across all branches. Specifically, the company offers services such as: wealth and pension planning, insurance management (e.g. health insurance), tax optimization, pension analysis, invoice and reimbursement processing, and support in correctly opening damage cases. The company thus provides comprehensive consulting and services in the field of financial and insurance planning.

Mafinco GmbH

Financial Services · Baar · Since 2024

The core activity of Mafinco is independent and transparent financial planning for private and corporate clients, including retirement planning, pension planning, financial planning, wealth growth, insurance management and mortgage consulting. The company offers tailored solutions for its clients' financial future and values long-term partnerships, honesty, transparency and individuality.

Martins Neto Consulting GmbH

Financial Services · Kloten · Since 2017

The core activity of MN Consulting encompasses a wide range of services, including: * Insurance mediation (e.g. car, health, travel and liability insurance) * Private loans and mortgages in Switzerland * Investments in funds and investment advice * Translation and interpreting services * Bureaucratic services (e.g. tax returns, form assistance) * Customer care and support The company thus offers a combination of financial services, insurance services and administrative support services.

Melliger Dienstleistungen

Financial Services · Winterthur · Since 2003

The core activity of Melliger is the provision of financial and consulting services, particularly in the areas of: * Financial planning * Asset management * Pension planning * Trust services (company formations, financial accounting, financial statements, tax optimization). The company offers individual consulting and services for private individuals and SMEs to support their financial goals and needs.

MilleniumAssociates AG

Financial Services · Zurich · Since 2000

The core activity of MilleniumAssociates is the provision of independent advisory services in the areas of Mergers and Acquisitions (M&A) and Corporate Finance, particularly for global wealth, asset management, private banking and the private equity sector in Switzerland and worldwide.

N2H Finanzierungen AG

Financial Services · St. Gallen · Since 2023

N2H Finanzierungen AG provides mortgage brokerage and real estate development services, offering financing advice, preparation of financing documentation and mediation with banks. Services cover mortgage placement for private clients and investors, financing analyses and advisory support for corporate financing and development projects.

Obelisk Invest AG

Financial Services · Zurich · Since 2011

The core activity of Obelisk Invest AG is the provision of insurance, pension and financial solutions. The company offers financial services, including trust and investment services.

ODDO BHF Family Office AG

Financial Services · Zurich · Since 2010

ODDO BHF Family Office AG provides family office services for families, including wealth steering, wealth structuring and succession planning, as well as support for foundations and philanthropic initiatives. Services also include access to professional networks, advice on tax and legal matters, and ongoing asset monitoring and reporting.

ODDO BHF (Schweiz) AG

Financial Services · Zurich · Since 1974

ODDO BHF (Schweiz) AG is a financial services firm within the ODDO BHF group, providing private wealth management, asset management, investment banking and corporate banking services, together with asset servicing and metals trading.

Olsen Financial Technologies GmbH

Financial Services · Zurich · Since 2004

The company's core activity is providing data infrastructure and access solutions for small and medium-sized enterprises (SMEs), particularly in the area of financial data. The company offers access to live data from various sources such as ICE Data Services, Bloomberg Data License, Morningstar, and OANDA Corporation, and supports the integration of this data into internal networks and applications.

omtss GmbH

Financial Services · Allschwil · Since 2012

The core activity of omt structured solutions is the development and distribution of structured financial products, particularly for private and regional banks, family offices, asset managers and pension funds. The company offers its customers best-execution service, investment ideas, life-cycle management and reporting.

Optima Finanzberatungen GmbH

Financial Services · Forch · Since 2009

The core activity of Optima Finanzberatungen GmbH is the provision of financial services, including: tax consulting, asset and real estate consulting, financial and pension planning, family law, foundations and transformations, financial coaching, business and financial management, succession planning, loans and mortgages, accounting, and real estate. The company thus offers comprehensive financial services for private individuals and companies.

OSA Consulting GmbH

Financial Services · Muttenz · Since 2023

The core activity of OSA Consulting GmbH is the provision of financial services, particularly advising and supporting clients in managing their finances, planning and achieving financial goals, as well as optimizing expenses and revenues.

PayProtocol AG

Financial Services · Zug · Since 2018

The core activity of PayProtocol AG is the development and provision of a cryptocurrency payment solution for e-commerce and retail. The company offers a platform that enables users and merchants to use various cryptocurrencies, including Bitcoin, Ethereum and stablecoins, as well as fiat currency for payments. The platform is based on Hyperledger Fabric technology and provides a simple and secure way to process payments between users and merchants.

Pentafolio AG

Financial Services · Zurich · Since 2022

Pentafolio AG is an independent advisory firm offering an algorithmically diversified performance strategy (ADPS) for rule-based selection and reoptimization of equity portfolios. The company provides advisory services to asset managers and private investors, supplying methodology-based portfolio guidance and implementation support.

PG3 AG

Financial Services · Baar · Since 2013

PG3 AG is the family office of the Partners Group founders and an investor focused on niche alternative asset classes that aim to deliver largely uncorrelated returns. Core areas include legal finance, insurance finance and multi-strategy finance.

PMG Investment Solutions AG

Financial Services · Zug · Since 1992

PMG Investment Solutions AG is an independent Swiss fund management company and asset management boutique that structures, manages, administers and distributes tailor-made investment solutions for institutional clients. As a "general contractor" it covers the full value chain, including product structuring, fund administration, portfolio management and risk & compliance services.

Prescus Capital AG

Financial Services · Zurich · Since 2024

The core activity of Prescus Capital is to provide financial advisory services to companies and funds in the Private Capital Markets sector. In particular, the company offers solutions for medium-sized European companies that require capital and corporate finance advice to promote their growth. The specific services include: Private Capital Advisory, Fund Placement, M&A and Corporate Finance Advisory, Growth Capital for Private Markets, and Capital Placement for companies and funds. The company positions itself as a boutique financial advisory firm with a merchant banking business model tailored to the needs of the Private Capital Markets.

Prio Partners AG

Financial Services · Zurich · Since 2024

Prio Partners AG is an independent wealth manager providing investment management and family office services to private clients, entrepreneur families, foundations and institutions. Services include multi‑asset and equity strategies, liquidity and bond management, gold investments and a rule‑based ETF approach (Prio Partners Active Indexing®).

Rudolf Weber-Matter GmbH

Financial Services · Teufen Zh · Since 1996

Rudolf Weber-Matter GmbH provides financial and advisory services, including asset management, tax planning and tax returns, matrimonial and inheritance law, and estate and pension planning. The firm also advises on real estate and mortgage matters, insurance planning, and offers corporate consulting including assistance with company formation.

Rüegsegger Finanz

Financial Services · Oensingen · Since 2016

The core activity of Rüegsegger Finanz is neutral and independent financial planning for private individuals, including comprehensive financial planning and retirement preparation, without product sales.

RUSSI & PARTNER AG

Financial Services · Chur · Since 2014

RUSSI & PARTNER AG provides tax advice, fiduciary (treuhand) and legal/notarial services and advises clients on energy-transition matters including hydropower, photovoltaics and e-mobility.

Safe Capital Management SA

Financial Services · Lugano · Since 2023

Safe Capital Management SA is a partner-owned wealth manager providing discretionary portfolio management and advisory services to private clients, corporate clients and institutional investors. Its services include wealth management, treasury and asset‑liability management, family governance support and asset management for regulated institutions; the firm is authorised by FINMA.

Serge Heberling

Financial Services · Bussigny · Since 2024

Serge Heberling provides personal financial advisory services focused on pensions, taxation, mortgage financing, insurance and wealth management. Services include assessment of clients' financial situations, preparation and monitoring of financial plans, and tools such as an online mortgage calculator.

SICURTA AG

Financial Services · Zurich · Since 2003

The core activity of Sicurta AG is the provision of financial services, particularly in the areas of corporate services, turnarounds, credit facilities and financing, and investments. The company offers consulting and management services to businesses and private individuals, supporting the implementation of financial solutions.

Signina Capital AG

Technical Consulting & Engineering · Zurich · Since 2007

Signina Capital AG is an advisory firm specializing in water infrastructure projects. The company provides project management, selection of local partners and management, finance structuring, client advising and deal sourcing for investors and enterprises. It defines water infrastructure to include hydropower, wastewater treatment and industrial re‑use of water, and works with institutional investors, family offices and impact investors.

SILEX INVESTMENT PARTNERS SA

Financial Services · Geneva · Since 2016

SILEX INVESTMENT PARTNERS SA provides advisory services, investment solutions and asset management, including structured products, proprietary indices, AMCs and bespoke wrapping solutions for wealth managers and institutional investors. The firm also develops the SPARK digital platform for monitoring and analysing structured products and portfolios.

SIX Cash AG

Financial Services · Zurich · Since 2024

SIX Exchange Group AG

Financial Services · Zurich · Since 2022

SIX Exchange Group AG operates financial market infrastructure and provides services for exchanges, clearing, settlement, custody and payments. It also supplies market data, indices and financial information products.

SIX Group AG

Financial Services · Zurich · Since 2002

SIX Group AG operates financial market infrastructure and provides services including stock exchange operations, securities clearing and settlement, custody, market data and indices, as well as payments and banking services.

SIX Securities Services AG

Financial Services · Zurich · Since 1999

SIX Securities Services AG provides post‑trade services across the value chain, including clearing, settlement and custody, securities finance, tax services, a FINMA‑authorised trade repository and digital asset services.

SIX Trade Repository AG

Financial Services · Zurich · Since 2001

SIX Trade Repository AG operates the FINMA‑authorised Swiss trade repository for OTC and exchange‑traded derivatives reportable under the Financial Market Infrastructure Act (FMIA). The service guarantees full data storage in Switzerland, compliance with Swiss regulatory standards and is provided in partnership with UnaVista, offering onboarding and reporting support.

Social Impact Bond AG

Financial Services · Bern · Since 2018

Songwon Management AG

Financial Services · Frauenfeld · Since 2017

Songwon Management AG operates the website for SONGWON Industrial Group. SONGWON Industrial Group supplies additives and specialty chemicals, including polymer stabilizers, fuel and lubricant additives, coatings additives, TPU/SPU and tin intermediates/PVC, for industries such as packaging, automotive, construction, textiles and electrical/electronics.

STERCHI Finanzen & Immobilien

Financial Services · Wilderswil · Since 2023

The core activity of STERCHI Finanzen & Beratung is the provision of financial services, particularly in the areas of: * Wealth management for private individuals (Family Office) * Mortgages and real estate financing * Corporate lending (company loans) * Advisory services for companies in financial and strategic matters (corporate consulting)

Swiss Finance Network GmbH

Management Consulting · Rümlang · Since 2015

Swiss Finance Network GmbH publishes financial analyses and provides investment advisory services focused on fundamental analysis and behavioral finance. Offerings include company analyses, market and macroeconomic commentary, and guidance on investment philosophy and risk management.

Swiss Financial Research AG

Financial Services · Zurich · Since 2008

The core activity of Swiss Financial Research AG encompasses two main areas: 1. **Business Consulting**: The company provides consulting services to businesses and individuals, including support for setting up companies, selecting optimal business locations, opening bank accounts, and obtaining residency through investments. Additionally, precise company valuations are conducted and access to comprehensive networks for capital procurement is provided. 2. **Investment Advisory**: Swiss Financial Research AG offers tailored investment advisory services, including comprehensive portfolio management and strict risk monitoring. The analyses include stocks, bonds, derivatives, and digital assets. The company supports its clients in navigating a rapidly changing financial environment.

SwissGrade Consulting Sàrl

Financial Services · Epalinges · Since 2023

SwissGrade Consulting Sàrl is a consulting and brokerage firm offering insurance, credit and financial services. Its services include insurance brokerage, loan assistance, real estate and company advisory, plus accounting and tax-related services.

Tetra Laval Finance & Treasury SA

Financial Services · Pully · Since 2017

THETA Invest AG

Financial Services · Zurich · Since 2000

THETA Invest AG is an independent asset manager offering dynamic allocation and risk‑management strategies for private and institutional clients. The company develops rule‑based trading signals and a Stability Seismograph based on research with ETH Zurich, and provides model portfolios and rule‑based funding‑ratio protection for pension funds.

Trade Center AG

Financial Services · Einsiedeln · Since 2016

The core activity of Trade Center AG is to provide cost-effective services in the trade of financial products as well as payment transaction services by referring customers to banks and regulated financial institutions to open accounts and enable access to international financial markets.

Trifft Capital AG

Financial Services · Baar · Since 2022

Trifft Capital AG provides independent financial advisory and fiduciary services, focusing on capital advisory (financing strategy, capital raising, transaction advisory) as well as corporate structuring, accounting, tax and wealth planning.

Trumag International AG

Financial Services · Basel · Since 2016

The core activity of Trumag International is the provision of trust and fiduciary services, including asset management, family office services and compliance and risk management. The company positions itself as a 'Swiss Trustee' and offers its services to support clients in managing and safeguarding their assets.

UNEO Lausanne Sàrl

Financial Services · Lausanne · Since 2024

UNEO Lausanne Sàrl provides insurance, fiduciary and administrative services for businesses, including risk analysis, claims management and employee benefit solutions. The firm also offers digitalised accounting, tax and payroll services and support for company formation and business transfers.

UNEO Global Sàrl

Financial Services · Carouge Ge · Since 2019

UNEO Global Sàrl provides fiduciary and insurance services for businesses, including digitalised accounting, tax and payroll management. The company also offers insurance portfolio management, claims handling, risk analysis and advisory support for company formation, transfers and operational implementation.

Venture Valuation VV AG

Management Consulting · Zurich · Since 2001

The core activity of Venture Valuation is the independent valuation and assessment of companies, products and assets, particularly in the life sciences sector, including pharmaceuticals, biotechnology, medical technology, nanotechnology, renewable energy and information technology. The company offers services such as company valuation, product valuation and valuation methodologies, supporting both investors and companies in assessing their value.

Vertex Services GmbH

Financial Services · Zurich · Since 2024

The core activity of Vertex Services is the provision of financial services, particularly in the areas of investment and savings advice, pension solutions and tax returns, global pension transfer, mortgages, and vested benefit accounts. The company provides consulting and support for optimizing medium- and long-term financial plans, aiming to offer customers a professional and transparent service.

Vorsorge Impuls GmbH

Financial Services · Steckborn · Since 2022

The core activity of Vorsorge Impuls GmbH is financial planning and consulting for private individuals, particularly in the areas of provision, pension and estate planning. This includes creating individual financial plans, advising on the implementation of measures, provision consulting, pension consulting and estate consulting.

Walser Vorsorge AG

Financial Services · Rüschlikon · Since 1994

Walser Vorsorge AG is a consultancy and service provider for occupational and private pension solutions and insurance. Its services include pension fund management and administration, vested benefits foundations and 1e pension plans, as well as insurance brokerage, claims management and related advisory services.